See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,109 | $124,281+15.1% | $109,143+31.1% | $167,490-14.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.56% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,783 | $4,207-57.6% | $3,722-52.1% | $4,837-63.1% |
| Participant deferral / active EE | $30,333 | $5,255+477.2% | $4,653+551.9% | $6,341+378.4% |
| Admin fee / account holder | $21,471 | $7,970+169.4% | $6,752+218.0% | $12,309+74.4% |